Setting up Bob for property and real estate
Knowledge base structure, tone, follow-up timing and handoff rules tuned to how property and real estate businesses actually run.
Settings to start from
| Setting | Recommended |
|---|---|
| Tone | Professional |
| Language | English, or bilingual if your buyers need it |
| Greeting | Hi! I'm here to help you find your next property. Are you looking to buy, rent, or just exploring? |
What belongs in your knowledge base
- Property listings with prices, sizes and locations
- Developer background and project timeline for new projects
- Payment schemes and bank loan information
- Booking process and deposit required
- Viewing appointment scheduling
- Area highlights — nearby schools, malls, transport
Follow-up timing
Follow up on viewing requests after 2 hours, and on general property enquiries after 1 day.
When to hand off to a person
Hand off when a customer is ready to book a viewing, requests negotiation, or asks for SPA details.
Test these before you go live
Send each of these to your agent and check the answer is one you would be happy for a customer to receive.
- "How much is the monthly instalment?"
- "Can I schedule a viewing this weekend?"
- "Is this property freehold or leasehold?"
- "What's included in the renovation package?"
Frequently Asked Questions
How different is this from the generic setup?
The steps are the same — knowledge base, channel, tone, testing. What changes is what belongs in the knowledge base and where the escalation line sits, and those two decisions are most of the difference between an agent that helps and one that annoys.
Can I start from this and adjust later?
Yes. Everything above is a setting you can change at any time, and changes apply from the next message. Start here, then tune once you have read a week of real conversations.
Still need help?
Our team is available Mon–Fri, 10 AM–6 PM MYT (GMT+8).